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Vanguard Morningstar Large-Cap ETF
VV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
401
Concourse Financial Group Securities
Alabama
$430K +$65.8K +427 +18%
LL
402
LPWM LLC
Minnesota
$423K – – –
S
403
SignatureFD
Georgia
$421K +$1.08K +7 +0.3%
JG
404
Jefferies Group
New York
$420K +$1.85K +12 +0.4%
OCM
405
Orser Capital Management
Texas
$413K – – –
FT
406
Fiduciary Trust
Massachusetts
$411K – – –
FLPIM
407
F.L. Putnam Investment Management
Massachusetts
$411K – – –
BCWM
408
Bartlett & Co Wealth Management
Ohio
$410K – – –
BC
409
Bartlett & Co
Ohio
$410K – – –
MA
410
MONECO Advisors
Connecticut
$410K +$1.23K +8 +0.3%
SC
411
Slow Capital
California
$410K +$51.7K +335 +15%
AC
412
Asio Capital
Kentucky
$409K +$72.8K +472 +22%
BWP
413
Bernardo Wealth Planning
Pennsylvania
$405K -$306K -1,983 -43%
IC
414
Intersect Capital
California
$403K – – –
EPWM
415
Essex Private Wealth Management
Massachusetts
$399K – – –
RFC
416
Regions Financial Corp
Alabama
$399K +$171K +1,112 +77%
BCI
417
Brinker Capital Investments
Pennsylvania
$397K – – –
HNB
418
Huntington National Bank
Ohio
$394K – – –
SFS
419
Sowell Financial Services
Arkansas
$394K +$344K +2,232 +775%
ASN
420
Advisory Services Network
Georgia
$391K -$217K -1,408 -36%
BBA
421
Braun-Bostich & Associates
Pennsylvania
$379K – – –
CL
422
CPWM LLC
Washington
$365K +$24.7K +160 +7%
HWM
423
HighMark Wealth Management
Minnesota
$361K – – –
HWM
424
Howard Wealth Management
Connecticut
$360K +$68.6K +445 +24%
WCWM
425
Willow Creek Wealth Management
California
$357K – – –
15 16
17
18 19